Ameritas Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Ameritas Advisory Services’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	+4,774	New	+$258K	﹤0.01%	1039
2025 Q4	–	Sell	-4,768	Closed	-$199K	–	1552
2025 Q3	$199K	Buy	4,768 +2,328	+95%	+$94.8K	0.01%	619
2025 Q2	$95.9K	Sell	2,440 -3,000	-55%	-$115K	0.01%	1015
2025 Q1	$210K	Hold	5,440	–	–	0.01%	809
2024 Q4	$208K	Buy	+5,440	New	+$223K	0.01%	824
2024 Q3	–	Sell	-5,495	Closed	-$228K	–	896
2024 Q2	$228K	Sell	5,495 -258	-4%	-$11.1K	0.01%	820
2024 Q1	$247K	Buy	+5,753	New	+$228K	0.01%	762
2023 Q4	–	Sell	-4,768	Closed	-$201K	–	773
2023 Q3	$201K	Buy	+4,768	New	+$189K	0.01%	758
2023 Q2	–	Sell	-4,754	Closed	-$181K	–	1571
2023 Q1	$181K	Buy	+4,754	New	+$184K	0.01%	796

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Ameritas Advisory Services's IXC Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 4,774 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IXC as recently as Q3 2025.

Ameritas Advisory Services first reported a position in IXC in Q1 2023 and has held it in 9 quarters since. The position peaked at $247K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Ameritas Advisory Services held 4,774 shares of iShares Global Energy ETF worth $235K as of Q2 2026.
iShares Global Energy ETF was a new Ameritas Advisory Services position in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1039 holding.
Ameritas Advisory Services first reported a position in iShares Global Energy ETF in Q1 2023 and has held it in 9 quarters since.
Ameritas Advisory Services's iShares Global Energy ETF position peaked at $247K in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.